Bri began her journey in the financial services industry in 2013, working with educators and their families to help them prepare for retirement. She later transitioned to a financial advisor role in a bank setting, expanding her work to include financial planning for individuals and entities alike, working with trusts, businesses, and non-profit organizations. Bri has pursued her education in Finance receiving her Bachelor of Arts in Economics from the University of Maryland, College Park, her Master of Business Administration from Mount St. Mary’s University with a focus in Project Management, and most recently her Certified Trust and Fiduciary Advisor (CTFA) designation. Bri uses her ed